Merrill Lynch Financial Advisor James Sapp

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Risk assessment

About

James Sapp is a financial advisor based in Dothan, Alabama, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), James provides comprehensive financial planning services. His practice focuses on helping clients navigate their financial journeys and achieve their long-term objectives.

Reviews

Location

Business Information